AO
BLK icon

Advisor OS’s Blackrock BLK Stock Holding History

Advisor OS’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$639K Sell
664
-317
-32% -$334K 0.05% 257
2025
Q4 		$1.05M Buy
981
+158
+19% +$173K 0.08% 158
2025
Q3 		$960K Sell
823
-30
-4% -$33.5K 0.08% 160
2025
Q2 		$895K Buy
853
+51
+6% +$48.2K 0.09% 166
2025
Q1 		$759K Buy
802
+136
+20% +$133K 0.09% 162
2024
Q4 		$683K Buy
666
+310
+87% +$315K 0.08% 172
2024
Q3 		$338K Buy
356
+31
+10% +$26.8K 0.03% 301
2024
Q2 		$256K Buy
325
+56
+21% +$43.7K 0.03% 332
2024
Q1 		$224K Buy
+269
New +$216K 0.03% 358
2022
Q1 		– Sell
-952
Closed -$871K – 202
2021
Q4 		$871K Buy
952
+16
+2% +$14.6K 0.18% 122
2021
Q3 		$785K Buy
936
+1
+0.1% +$896 0.17% 111
2021
Q2 		$819K Sell
935
-300
-24% -$253K 0.17% 101
2021
Q1 		$931K Buy
1,235
+2
+0.2% +$1.45K 0.21% 84
2020
Q4 		$889K Buy
1,233
+711
+136% +$472K 0.24% 58
2020
Q3 		$295K Sell
522
-434
-45% -$248K 0.12% 81
2020
Q2 		$520K Buy
+956
New +$483K 0.31% 64

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's BLK Position: Q1 2026 in Review

Advisor OS reduced its Blackrock (BLK) stake by 32% in Q1 2026, selling an estimated $334K and leaving 664 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #257.

Advisor OS first reported a position in BLK in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.05M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Advisor OS held 664 shares of Blackrock worth $639K as of Q1 2026.
  • Advisor OS sold 317 Blackrock shares in Q1 2026, an estimated $334K.
  • Blackrock made up 0.05% of Advisor OS's portfolio in Q1 2026, its #257 holding.
  • Advisor OS first reported a position in Blackrock in Q2 2020 and has held it in 16 quarters since.
  • Advisor OS's Blackrock position peaked at $1.05M in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.